Step 2: Understand goals and define your metrics

The quality of your onboarding process plays out through the end of the engagement. Tracking certain metrics can help you identify opportunities to improve the process.

Here are the metrics you should setup and track:

Average client lifetime — average time that clients hire you

Client churn rate — the rate at which clients leave you

Client Satisfaction Score — how happy clients are with your service

Make sure you complete this step before moving on.
And don’t forget, if you get stuck, we’re here to help

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